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Compliance Case Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configuring Compliance Case Management

You can configure the Compliance Case Management application to report, investigate, analyze, and resolve a compliance case or requests.

Follow the order of the tasks here to configure the GRC: Compliance Case Management application. These tasks help you to manage the compliance cases and requests effectively.

  • Download Compliance Case Management
    Before you run the Compliance Case Management application in your instance, you must download it from the ServiceNow Store.
  • Install Compliance Case Management
    You can install the GRC: Compliance Case Management application (sn_comp_case) if you have the admin role. The application includes the demo data and related ServiceNow® Store applications and plugins if they aren’t already installed.
  • Create a case type
    Create a case type in the GRC: Compliance Case Management application to categorize the compliance cases by the type of occurrence. For example, you can create a case type, such as a financial case, code of conduct, or HR case.
  • Create a request type
    Create a request type in the GRC: Compliance Case Management application to categorize and manage the compliance requests. After you create a request type, the compliance analysts and managers can select the required request type on the request form.
  • Create a compliance state model
    Create a state model to define the workflow states and transition conditions for compliance case types and request types.
  • Create a workflow state for a compliance case or request
    Create a workflow state for a compliance case or request to define the life cycle of the case or request using the Compliance Case Management application. GRC State Model is to configure the states and the state transitions that are created as part of the table.
  • Define model state transitions
    Define the transition conditions to control how a compliance case traverses through the different workflow states by using the GRC: Compliance Case Management application.
  • Create an assessment template
    Create an assessment template to request responses from the assessor or reviewer. You can create this template by using the assessment metric type form in the GRC: Compliance Case Management application.
  • Update a compliance case assessment template
    Publish a new version of an assessment template in Compliance Case Management to revise its questionnaire and response options.

Parent Topic:Compliance Case Management